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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,615 | $63,346-54.8% | $92,240-69.0% | $70,126-59.2% |
| Participation rate | 94.3% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 13.46% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $10,425 | $2,471+321.9% | $3,680+183.3% | $2,343+345.1% |
| Participant deferral / active EE | $1,190 | $2,854-58.3% | $3,897-69.5% | $3,332-64.3% |
| Admin fee / account holder | $2,412 | $3,841-37.2% | $5,194-53.6% | $4,645-48.1% |